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Kyle Wesley Noack

Investment adviser representative at Keller Wealth Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$923.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Keller & Associates Cpas, PllcMar 2022 to now
  2. Kmh Wealth Management, LLCMar 2022 to now
  3. Keller Wealth AdvisorsJul 2012 to now
  4. Texas A&m University - Financial Planning DepartmentSep 2017 to Mar 2022
  5. Keller & Associates Cpas, PllcJul 2011 to Feb 2022
  6. Kmh Wealth Management, LLCJul 2011 to Feb 2022

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Keller Wealth Advisors

Legal name: Kmh Wealth Management, LLC

$923.1MAssets managed
556Clients
7Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6003068
Firm CRD
111610
Advisor's SEC record (opens in a new tab)
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